Bridgeline Digital Logo
Menu

Create List View Content

This content type is part of OrchestraCMS Extensions.

The List View content type is used to display a custom list of Salesforce records and dynamically display the details of a single record in the list, including records from related lists.

It contains two content templates: List View, which is used to configure record lists, including related lists, and Detail List Layout, which is used to dynamically render additional details of a single record that a site visitor selects from a record list.

For example, a site visitor could access a list of account records, and from that page, click on an individual account to view additional details about the account as well as a list of contacts related to the account.

From the account detail page, the user could click on an individual contact record to view additional details about the contact as well as a list of cases related to the contact.

 

There are a variety of ways that record information can be displayed.

For example:

  • you could have a record list that does not link individual records to a detail page, or
  • you could display multiple related lists on a detail page.
    • Related lists can link to their own detail page or provide standalone information.

Create a custom record list

When you configure a record list, you can specify:

  • the number of records to display on a page
  • the fields to display
  • the specific types of records to display based on filter logic, and
  • the search and sort features available for the record list.

Use the List View content template to configure a record list

  1. In the content editor, under Display Settings, do the following:
    • Optionally, in the Title box, enter a title to appear with the record list.
    • In the Rows per Page box, enter the number of records to appear on a single page. (Optionally, click to select the Show More check box for users to be able to view additional records if there are more results than the number specified.)
      •  By default, 25 records are displayed on a page. You can display a maximum of 1,000 records on a single page.
    • Optionally, click in the Detail Page box, and in the Select Link dialog, choose a page that contains a Detail List Layout content item associated with the same object. This is the page that individual records link to dynamically display more details of that record. (You have to specify the fields that will link to the page when you select the fields included in the record list.)
  2. Under Select Fields, do the following:
    • From the Salesforce Object list, select the object that contains the records you want to display. You can choose a standard or custom object.
    • Optionally, if the record list is being used as a related list, click in the Related List Link box, and in the Choose a Field dialog, click to select the field that links the child object to the parent object (e.g., if the parent record is an Account record and the related list is comprised of Contact records, select the Account ID field, which links the Account and Contact objects in Salesforce).
      • If this field is populated, the content item must be placed on the detail page associated with the List View content item for the parent object.
    • From the Available Fields list, click on the names of fields to add them to the Selected Fields list.
      • Lookup fields can be expanded up to two levels to add related fields from other objects. Click on the name of a lookup field name to show related fields.
    • In the Selected Fields list, you can make modifications to the fields by doing one or more of the following:
      • To change the order that the fields are displayed, click the dots to the left of the field name and drag the field up or down to its new location. The top field is displayed first on the left when the list is rendered.
      • Click the expand arrow below the field name to view, edit, or reset the field’s Display Label, which is used as the column heading for the field, or view the Format that the field is displayed in. The default display label matches how the field is displayed in the Available Fields list; you can reset the display label to the default label by clicking Reset at any time. The default format is Salesforce, but this can be modified for some field types in the Format Field dialog (described later in this procedure).
      • Use the sort icon for one or more fields to set how records are initially sorted. By default, records display using the default sort order from Salesforce. The first field that you set the sort type for has a “1” displayed next to the sort icon to indicate it is first in the sort order. If a second field has a sort type selected, that field has a “2” displayed next to the sort icon to indicate it is second in the sort order. Click the sort icon to switch between one of three sort types:
      • Use the link icon to indicate whether the field is used to link to the detail page. If you have created a detail page and associated it with your List View content item, you should select at least one field to link. If you do not have a detail page, no fields should be selected to link.
        • There are two states of the link icon to indicate whether the field is used to link to the detail page: a link (Link this field) and a broken link (Do not link this field).
      • Click the edit icon to open the Format Field dialog and modify the display name and format of the field. In the Display Name box, enter the text to use as the column heading for the field. From the Choose Format list (if applicable), choose the display format you want to use for the field.Only the following field types have multiple display formats to choose from:

· Currency

·  Date (includes option for custom format)        

·  Date/Time (includes option for custom format)

·  Email

·  Geolocation

·  Number

·  Percent

·  URL

  • Click the delete icon to remove the field from the list view.
  1. Under Filter Rows, from the Show list, select either All Visible Records, which renders all matching records that are visible to the current site visitor; or Owned By Me, which renders only matching records that are owned by the current site visitor.
  2. Optionally, under Filter, do the following for each field that you want to use as a filter criterion for the record list (these do not have to be the same fields that are included in the record list):
    • Click the plus symbol next to the table heading row to add a field to the filter list (not required for the first filter criterion).
    • Under the Field column, click Select to open the Choose a Field dialog, and click on the name of a field you want to filter records by.
    • Under the Operator column, select an operator from one of the following—the operators that are available for a particular field depend on the type of field (e.g., text, number, etc.): equal to, not equal to, greater than, less than, greater or equal to, less or equal to, contains, does not contain, or starts with.
    • Under the Value column, enter an applicable value that matches the format of the field. If it is a date or date/time field, you can click the calendar icon to swap between two methods of entering a date: enter a specific date and time or select a predefined date range from a list.
    • Optionally, click the delete icon to remove a field from the filter list.
  3. If you have entered filter criteria in the above step, choose one of the following under Filter Logic:
    • Match all filter criteria (AND). For a record to be included in the list, it must match all of the specified filter criteria.
    • Match any filter criteria (OR). For a record to be included in the list, it must match at least one of the specified filter criteria.
    • Custom Filter Logic. Enter custom filter logic to specify the filter criteria that must be matched for a record to be included in the list. If custom filter logic is entered, it overrides the above two options. Each row of the Filter table is numbered to use with custom filter logic. Here are some examples of filter logic, and refer to Salesforce documentation for additional information:
      • (1 AND 2) OR 3. Records must match either the first two criteria or the third.
      • 1 AND (2 OR 3). Records must match the first criterion and either the second or third.
  4. Optionally, under Search and Sort, do one or more of the following:
    • Click to select the Sort using column headings check box if you want site visitors to be able to sort records in ascending or descending order by clicking on column headings.
    • Click to select the Search check box to provide site visitors with a search box that they can use to filter records; if this check box is selected, you can optionally complete the following fields:
    • Search Button Text. Text that appears on the search button.
    • Search Instructional Text. Text that appears in the search box until a site visitor begins typing in the search box.  
    • Search Label. Text that appears as a label for the search form field.
    • Title Text. Text that appears as a tooltip for the search button; if you do not enter a search label, this field should be populated to improve the accessibility of your site.

 

If search is enabled, users can search the contents of visible text-based fields. Non-text fields, such as ID fields or date/time fields, can’t be searched.

  1. In the Actions panel, click Save.

Create a record detail page

A record detail page contains additional information about a specific record that a site visitor selects from a record list (created using the List View content template), and the page typically includes one or both of the following components:

  • A content item that uses the Detail List Layout content template to display additional details about the record selected from the list.
  • A content item that uses the List View content template to display records from a related list associated with the record selected from the list; you can have more than one of these content items on a page if there are multiple related lists to display.

For example, the Account Detail Page includes a content item that uses the Detail List Layout content template to display additional details for a specific record that a user selects from the accounts list on the Origin Page. It also includes a content item that uses the List View content template to display a related list of contact records for the record that the user selected; this content item is associated with a Contact Detail Page, which displays additional details about a specific contact record using the same method.

You do not have to link every List View content item to a detail page. Whether it is a standalone list or related list, you can choose whether you want users to have access to additional details.

Use the Detail List Layout content template

  1. Optionally, click Add Text to open the Edit Text dialog, and enter rich text and click Save to add a text element to the Selected Fields area. You can add as many text elements as you require; they can be used for such things as section headers or descriptions.
  2. Under Select Fields, do the following:
    • From the Salesforce Object list, select the object that contains the records you want to display.
    • From the Available Fields list, click on the names of fields to add them to the Selected Fields list. Lookup fields can be expanded up to two levels to add related fields from other objects; click on the name of a lookup field name to show related fields.
    • In the Selected Fields list, you can make modifications to the fields by doing one or more of the following:
    • To change the order that the fields are displayed, click the dots to the left of the field name and drag the field up or down to its new location; the top field is displayed first on the left when the list is rendered.
    • Click the expand arrow below the field name to view, edit, or reset the field’s Display Label, which is used as the column heading for the field, or view the Format that the field is displayed in. The default display label matches how the field is displayed in the Available Fields list; you can reset the display label to the default label by clicking Reset at any time. The default format is Salesforce, but this can be modified for some field types in the Format Field dialog (described later in this procedure). This option is not available for text elements that were added using the Add Text button.
    • Click the edit icon to open the Format Field dialog and modify the display name and format of the field. In the Display Name box, enter the text to use as the column heading for the field. From the Choose Format list (if applicable), choose the display format you want to use for the field; only the following field types have multiple display formats to choose from: Clicking the edit icon for text elements that were added using the Add Text button opens the
              ·        URL
              ·        Percent
              ·        Number
              ·        Geolocation
              ·        Email
              ·        Date/Time (includes option for custom format)
              ·        Date (includes option for custom format)
              ·        Currency
      Edit Text dialog, which includes a rich text editor to modify the text.
    • Click the delete icon  to remove the field from the list view.  
  3. In the Actions panel, click Save.

Creating a related list with the List View content template uses the same procedure as creating a standalone record list, except the Related List Link field must be populated; for example, in the diagram at the beginning of this section, the Contacts related list on the Account Detail Page must have the Related List Link field set to Account ID, because Account ID is the field that links the Account object to the Contact object in Salesforce.

Create a record detail page and associate it with a record list

  1. Create a page as you normally would and open it in the page editor.
  2. Add one or more of the following content items to the page:
    • A Detail List Layout content item that contains additional details about records that will link to this detail page (e.g. if the List View content item that will link to the detail page contains Account records, the Detail List Layout content item should display additional fields from the Account object).
    • One or more List View content items that display related lists associated with records that will link to this detail page (e.g. if the List View content item that will link to the detail page contains Account records, related lists could contain Contact records, Case records, etc.).
  3. Add other content to the page as required.
  4. In the Actions panel, click Save.
  5. Open the List View content item that includes the records that you want to link to the detail page you just created.
  6. In the content editor, click in the Detail Page box, and select the detail page.
  7. In the Actions panel, click Save.

.